Remote - Commercial Lines Client Manager - Casualty & Property Insurance

About the role

Join a nationally recognized insurance and risk management firm where you'll manage complex commercial accounts, build lasting client relationships, and play a key role in driving retention and growth.

Responsibilities

• Manage a portfolio of commercial insurance clients alongside Risk Advisors and Executive Client Managers.
• Lead new business and renewal processes from strategy through placement.
• Analyze client exposures and recommend appropriate coverage solutions.
• Review underwriting data, including loss ratios, experience modification ratings, and audit disputes.
• Prepare submissions, negotiate coverage terms, pricing, and commissions with insurance carriers.
• Develop marketing strategies for new and renewal business.
• Conduct contract and lease reviews to identify insurance and risk compliance issues.
• Review Certificates of Insurance and advise clients on contractual compliance.
• Build and maintain strong relationships with clients, carriers, and underwriters.
• Lead client meetings, presentations, and training sessions.
• Mentor and provide technical guidance to team members.
• Ensure documentation accuracy while minimizing Errors and Omissions exposure.

Requirements

• Current California Property and Casualty Insurance License.
• Five or more years of commercial lines client management experience.
• Commercial insurance industry designations preferred.
• Strong knowledge of commercial coverages, underwriting, renewals, and carrier negotiations.
• Experience managing complex commercial accounts.
• Excellent communication, organization, and client relationship skills.
• Strong leadership and mentoring abilities.